Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Grude is a financial advisor with Ellis Investment Partners, LLC. Christian is a registered Investment Advisor representative in Pennsylvania and Texas. Christian has over 30 years of experience in the financial services industry. Christian's experience includes working with individuals, families, and businesses to develop and implement personalized financial plans. Christian holds a Chartered Financial Consultant designation. Christian is also an independent insurance agent for various independent insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
04/27/2023 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
08/18/2000 - 10/08/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (PAOLI PA)
IN
05/16/1991 - 09/29/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/15/1991 - 09/29/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/06/1990 - 05/14/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
10/22/1987 - 10/17/1990
SMA EQUITIES, INC. (WORCESTER MA)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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